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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,540 | $196,972+40.4% | $182,262+51.7% | $198,609+39.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.71% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $6,000 | $5,364+11.9% | $5,046+18.9% | $5,055+18.7% |
| Participant deferral / active EE | $4,844 | $8,643-44.0% | $8,276-41.5% | $6,977-30.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |